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1,207 hedge funds and large institutions have $23.6B invested in Cummins in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 496 increasing their positions, 370 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

34% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 370

31% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 88

6% more capital invested

Capital invested by funds: $22.1B → $23.6B (+$1.43B)

1.33% more ownership

Funds ownership: 80.9%82.23% (+1.3%)

1% more funds holding

Funds holding: 1,1971,207 (+10)

0% more call options, than puts

Call options by funds: $371M | Put options by funds: $370M

Holders
1,207
Holders Change
+10
Holders Change %
+0.84%
% of All Funds
20.79%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
115
Increased
496
Reduced
370
Closed
88
Calls
$371M
Puts
$370M
Net Calls
+$1.56M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
1201
Avion Wealth
Texas
$1K
IWP
1202
IAG Wealth Partners
Wisconsin
$1K +$1.06K +5 New
HWMA
1203
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.28K +6 New
PCH
1204
Polar Capital Holdings
United Kingdom
$951 -$49.8K -234 -5%
BIM
1205
Baldwin Investment Management
Pennsylvania
$334 -$48.9K -230 -12%
MOS
1206
MGO One Seven
Ohio
$202 +$211K +994 New
FGAM
1207
Financial Gravity Asset Management
Texas
$165 +$4.25K +20 +5%
WIM
1208
Westside Investment Management
California
$26
Jacobs Levy Equity Management
1209
Jacobs Levy Equity Management
New Jersey
-$75.3M -388,918 Closed
SAM
1210
Socorro Asset Management
Texas
-$9.4M -48,570 Closed
CC
1211
Cypress Capital
Tennessee
-$9.34M -48,239 Closed
JG
1212
Jefferies Group
New York
-$6.04M -31,221 Closed
IG
1213
ING Group
Netherlands
-$5.14M -26,552 Closed
QC
1214
Quadrature Capital
United Kingdom
-$4.61M -23,795 Closed
MWM
1215
Meridian Wealth Management
Kentucky
-$4.6M -23,767 Closed
OMC
1216
Old Mission Capital
Illinois
-$4.45M -23,008 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1217
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.3M -22,214 Closed
CIM
1218
Cambria Investment Management
California
-$3.87M -19,980 Closed
WAM
1219
Weiss Asset Management
Massachusetts
-$3.53M -18,217 Closed
FM
1220
Family Management
New York
-$2.61M -13,478 Closed
LC
1221
Lavaca Capital
Texas
-$2.27M -11,909 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1222
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.41M -7,307 Closed
D.E. Shaw & Co
1223
D.E. Shaw & Co
New York
-$1.52M -7,157 Closed
IC
1224
Inscription Capital
Texas
-$1.33M -6,900 Closed
CC
1225
Centiva Capital
New York
-$1.28M -6,608 Closed

CMI Hedge Fund Activity: Q3 2022 in Review

1,207 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2022, worth a combined $23.6B — up 6.5% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CMI positions and 88 closed out — a net gain of 27 holders — while 496 added to existing stakes and 370 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $316M. The largest seller was BlackRock, cutting an estimated $133M.

  • 1,207 institutional investors held Cummins (CMI) as of Q3 2022, up from 1,197 in Q2 2022.
  • Funds reported $23.6B of Cummins stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 115 funds opened new Cummins positions in Q3 2022 and 88 closed out, a net change of +27 holders.
  • The largest Cummins buyer in Q3 2022 was T. Rowe Price Associates, an estimated $316M added.
  • The largest Cummins seller in Q3 2022 was BlackRock, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2022.